103 - Accounting for Admins Only
This folder contains all of the articles that will help Admins on how to use the Accounting to handle day to day tasks.
Q: Do you have EZLynx Accounting? Are you interested in connecting QuickBooks to integrate with EZLynx? A: Check out our article on how to setup Quickbook...
Mon, 19 May, 2025 at 1:33 PM
EZLynx Accounting helps your agency manage many common Accounting tasks such as: Agency bill invoicing Record agency and direct bill customer payments wi...
Fri, 29 Mar, 2024 at 7:56 PM
The following workflows are recommended for collecting payments and working with direct bill commission statements. Other sections of this manual explain h...
Thu, 4 Apr, 2019 at 4:18 PM
Click here for the QuickBooks Online Setup Guide. The interface between EZLynx Accounting and QuickBooks Online (QBO) provides the best of both worlds –...
Fri, 29 Mar, 2024 at 7:57 PM
The interface between EZLynx Accounting and QuickBooks Online (QBO) provides the best of both worlds – a premium accounting system that meets the specific n...
Thu, 11 Apr, 2024 at 2:25 PM
Select one of the following workflows depending on how your agency handles a negative commission statement. For example, Some carriers require the balance t...
Thu, 4 Apr, 2019 at 4:42 PM
It appears that there is an issue with an automatic refresh of the QuickBooks Online credentials stored in EZLynx after 90 days. To resolve this: Di...
Thu, 2 May, 2019 at 1:20 PM
Once the General Ledger and checks are exported from EZLynx, they must be imported to QuickBooks Desktop. QuickBooks Desktop Open QuickBooks Desktop. ...
Thu, 2 May, 2019 at 1:21 PM
Enter this EZLynx Chart of Accounts to QuickBooks Desktop BEFORE exporting data from EZLynx. Fields must match exactly. Account Type Accounts Receivable A...
Thu, 2 May, 2019 at 1:21 PM
The agency’s QuickBooks version is set here by EZLynx during the onboarding process. If the agency transitions to a different QuickBooks version at any poin...
Thu, 26 Aug, 2021 at 10:34 AM